475 results found
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XPM - More user friendly client & date selection
When running reports, posting timesheets etc, it would be good for the client search function to search the entire name, rather than requiring exact input. Similarly, the ability to type a date in any format (e.g. DD/MM/YY), rather than being exact or using the calendar icon.
1 voteHi Emily, thanks for sharing this feedback on how we can make everyday tasks in XPM more user-friendly. We know that improvements to common fields like search and date entry can make a big difference to overall efficiency.
We've reviewed your suggestions for making the client search function more flexible so it searches the entire name, and for allowing dates to be typed in various formats. We can see how these changes would streamline tasks like running reports and posting timesheets.
Your idea is now ready to gain support and feedback from other members of our practice community. Along with votes, others can now share how these kinds of usability improvements to client search and date selection would help streamline their own daily workflows.
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Practice Manager | Jobs - Ability to change information sections
Would it be possible to close sections of the job that you don't use and these stay as default. (Information Tax - job details, custom fields etc.) This would make it easier to see the sections you do use. It would also be useful if you would put them in the order you prefer.
For example to me the most important section is tasks and these are quite low down the list. I would like this to be a default setting.
1 voteHi Sally, thanks for your suggestion. Good to hear how we could improve Jobs for your experience. Make sure you share this with any colleagues that could benefit from this too, so they can add their vote!
Along with votes, other members can comment to share additional detail about how your idea could improve their experience with Xero, too.
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XPM - Job Budgets easily seen under the Jobs tab
It would be great to see the budgets easily when we open the Jobs tab in XPM. This will help us have a quick glance at the budget for each job rather than opening each job in a new browser tab or generate a report.
31 votes -
Practice Manager | Clients - Digital ID integration
With the movement towards Digital ID (MyID, Auspost Digital ID, Connect ID).
https://www.digitalidsystem.gov.au/
It would be convenient if we could onboard clients using these systems. Would ensure that details were correct and identify the clients at the same time.
Is Xero working on this?
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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XPM - Replace Radio Buttons with Check Boxes
When preparing an invoice, it would be great if you could replace the radio buttons with check boxes within tasks and also be able to bulk update the Billable status on timesheet entries within a task to Yes, No or Future.
If you have a task with a lot of timesheet entries, and you only want to bill a few of them, it's very time consuming to have to select one by one to change the Billable status to Future.7 votes -
XPM - Partner, Account Manager and Job Manager merge fields
Have standard merge field for Partner, Account Manager, Job Manager for letter templates, email templates etc
7 votes -
Practice Manager - Link multiple Xero organisations to one XPM profile
Be able to link multiple Xero files to one XPM client.
40 votes -
Report Template - Allow re-ordering of report codes in practice templates Sources
Given Xero's push for 'beautiful accounting' I find it very frustrating that the template report codes can't be re-ordered within their groups in the template reports and always revert to alphabetical at the client level, meaning every single client needs their custom reports formatting unnecessarily. Editing reports at every single client level for what I consider to be pretty basic formatting is really disappointing.
The practice level report template should allow for report codes to be reordered within their groups. I don't want rent, rates and utility costs to be at the bottom of the establishment costs section because they…
1 voteHey Gareth, we appreciate you sharing this idea and highlighting the extra time spent manually reordering report codes in clients’ organisations. It’s clear that a better solution would help your practice run more smoothly.
Right now, the only option is to reorder the codes manually within each client’s report. We know this isn’t the best solution and adds extra steps to your workflow.
This idea is currently in the Gaining Support stage, so it’s open for votes and comments from the community. The feedback will help us understand how many people this would benefit and how important it is to your practice. We’ll keep you posted here as soon as there’s any news.
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Practice Manager - Display Name for clients
It would be great if we could have the option of a display name as legal name for all entity types and not just individuals to help differentiate different entities with the same name. For example, we have a few trusts that share the same name but are completely separate entities belonging to different client groups and it can make it hard to tell those apart at a glance.
32 votes -
XPM - Create recurring costs / disbursements in a job
It would be great to be able to set a cost to automatically repeat within XPM. For example a subscription cost to be applied against an annual job on a monthly basis.
9 votes -
XPM - Report audit trail
Audit trail to see who has created / amended / deleted custom reports. We had a situation where a report was deleted and unable to identify who had inadvertently done this.
40 votes -
XPM- Option to tick off multiple tasks
If we have the functionality of creating multiple tasks then it will be a good idea to have functionality of ticking off multiple tasks also. As this will save in energy and time.
4 votes -
Xero Practice Manager (XPM) Remove yourself from a practice in
It would be ideal to have the ability to remove yourself from a practice in XPM. For example, if you are consulting to a firm and they aren't maintaining their staff list and removing access promptly when the contract is complete, you would be able to have more control over the security of a file and keeping your list of practices clean by being able to remove yourself from their practice.
7 votes -
Practice Manager - Mark a contact as Primary when importing in XPM
This would save having to manually assign after clients/contacts have been uploaded.
2 votes -
XPM - Set historical staff capacity for accurate productivity reporting
The productivity dashboard does not have the functionality to automatically account for staff start dates. It calculates capacity for the whole year which does not work for staff commencing mid year. There's no functionality to set a historic capacity level. The workaround is to manually adjust the reporting date for the productivity dashboard to account for each staff's start date or use the Time Productivity Report as an alternative. I'd love to see this feature improvement / functionality in the future.
1 voteHey Julie! Thanks so much for sharing this suggestion for improving productivity reporting in Xero Practice Manager.
We've reviewed your idea about setting historic capacity levels, and it’s now open to gain support from the wider community.
Along with votes, other accountants and bookkeepers can now comment to share how this feature could improve their own practice's experience with resource planning.
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XPM: closing jobs
Not being able to close jobs that still have WIP attached.
3 votes -
AU Tax - Schedule EFT reconciliation reports
Provide the ability to schedule requesting on a daily basis the EFT Reconciliation reports in XPM, currently being a manual request locked behind Business settings permissions.
Provide also the resulting reports in either a Custom Reports area or standard reports so admin staff without the Business Settings permissions can view the ATO EFT reconciliation reports, filtered by date and Tax Agent Number. Possibly add a permission to view these reports as a separate permission.11 votesThanks for supporting and sharing with us how scheduling of reports could enhance your workflow. While we don't have immediate plans for this feature, we have a pulse on the ideas for this in community here and will be sure to update if there's any change to automate these for you.
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XPM - Hubspot Integration
Xero Practice Manager integrated nicely with Hubspot for about 10 years. Quitely it's been killed off in 2024 for some reason.
XPM is a major practice management platform, and Hubspot is a major CRM. I don't know why Xero would kill off the integration. But as a practice we need to have the ability to easily market/email etc to our client database. Without an integration in 2025 this is crazy.
The development work would be minimal considering it was already working, and even working with the single client record.
So please turn the integration back on for your partners.
2 votes -
XPM - Easy view of clients government gateway credentials.
Would it be possible to visibly see the Government Gateway currently set up for HMRC submissions for each individual client? At the moment I believe this isn't available, however it would be helpful to be able to view this information via Practice Manager
1 vote -
XPM | AU Payroll - Notifications when a pay run is paid
It would be really helpful to receive notifications when a client pays their payrun.
Especially for our large PAYG Withholding clients, where we send them an email of the tax withholding payable. As large PAYG Withholders only have a roughly a week to pay, an email notification would be a timer saver. As we wouldn't need to log in to check that the pay run has been paid.
2 votes
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